See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,680 | $53,777+16.6% | $134,143-53.3% | $79,858-21.5% |
| Participation rate | 94.2% | 58.8%+35.5pp | 72.2%+22.1pp | 69.6%+24.6pp |
| Annual return | 14.47% | 19.01%-4.5pp | 36.33%-21.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,587 | $1,321+20.1% | $3,704-57.1% | $2,471-35.8% |
| Participant deferral / active EE | $5,441 | $2,420+124.8% | $3,499+55.5% | $3,740+45.5% |
| Admin fee / account holder | $2,040 | $3,984-48.8% | $6,684-69.5% | $5,306-61.6% |